Mason Vrazel is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Park Avenue Securities. Per Stirling Capital Management, LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities, managing approximately $1.566 billion for about 1,074 clients. The firm employs a team of roughly 30 advisors and uses a combination of fundamental, technical, and statistical methods in its investment approach, offering both tailored portfolios and proprietary model portfolios.

Brian Lang is a financial advisor at Financial Gravity Family Office Services, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including Upside Financial LLC and Upside CFO Services, where he serves as CEO providing tax strategy and operational management. Lang is also CEO of Austin Executive Tax, LLC, focusing on tax planning and preparation. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis in portfolio construction and frequently utilizes third-party sub-advisors and model portfolios while maintaining client oversight.

Antonio Tovar is a CFP® professional at Avidian Wealth Solutions with six years of industry experience. He has held positions at Stone Wealth Management, Charles Schwab and Co., Inc., and First Capital Bank of Texas before joining Avidian. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and other institutional clients. The firm utilizes a mix of managed model solutions and customized portfolios, actively manages pooled and private funds, and employs third-party sub-advisors and independent managers as part of its investment approach.

Todd Koenig is a financial advisor at Lexaurum Advisors with a Series 65 credential and two years of industry experience. His prior roles include positions at AlertMedia and VMware. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm manages approximately $1.27 billion for about 2,189 clients through a multi-advisor team and emphasizes diversified portfolios aligned with modern portfolio theory, using fundamental, market-trend, and economic-cycle analysis.

Betty Arias is a financial advisor at Waterloo Capital in Austin, TX, with 37 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Waterloo Capital in 2018, she worked at Raymond James & Associates for five years and Morgan Keegan & Company, LLC for 17 years. She is also a partner and advisor with MAM Group LLC dba AMG Wealth Advisors, where she manages client assets. Waterloo Capital is a multi-advisor firm serving accomplished entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management and financial planning, emphasizing long-term, strategic buy-and-hold investments combined with ongoing monitoring and tailored client services.

Samantha Kaufman is a financial advisor at HUB Investment Partners, LLC with five years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Global Retirement Partners, AFS Financial Group, Commonwealth Financial Network, and Equitable Advisors among other firms. Outside of advising, she co-founded Nightmare Graphics, a graphic design business. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a mix of active and passive investment strategies and utilizes quantitative and qualitative analyses to guide investment decisions.

William Stone is a CFP® professional with 22 years of experience in financial advising. He has worked at Stone Asset Management, Inc. for 19 years before joining Avidian Wealth Solutions in 2023. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm combines managed model solutions with customized portfolios and engages in sub-advisory roles, while also actively managing pooled and private funds.

Suzanne Meek Pittman is a financial advisor at Hilltop Securities Inc. in Austin, TX, holding the Series 66 designation with 13 years of industry experience. She has been with Hilltop Securities since 2016. Outside of her advisory role, she has an inherited oil and gas lease in Reeves County that generates passive income. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs and investment solutions through an open-architecture platform with both adviser-managed and model-based strategies.

Tyler Cox is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 credential. He has been with HUB Investment Partners since 2024. Prior to his advisory role, his background includes positions at Camp Peniel, Heb, and the University of Texas at Austin. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis, and offers a range of advisory solutions through both proprietary and third-party platforms.

Jeffrey Churba is a CFP® with 31 years of industry experience, currently affiliated with HUB Investment Partners, LLC. His career includes a decade at Putnam Investments and recent roles at Raymond James Financial Services and Santamaria Wealth Group. HUB Investment Partners provides investment management and financial planning to a diverse client base, including individual investors, institutions, and municipal entities. The firm combines internally managed models with customized portfolios, using technical and cyclical analysis to align investments with client goals, and offers a range of advisory services through both in-house and third-party platforms.

Hayden Baker is an investment advisor representative at 49 Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of financial advising, he coaches youth lacrosse as an offensive coordinator. 49 Financial serves a range of individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Alexander Antskaitis is a CFA® charterholder with 22 years of industry experience. He is currently with HUB Investment Partners, LLC and has held roles within HUB International and its affiliates since 2002. HUB Investment Partners serves a diverse client base including institutional, corporate, municipal, and individual investors. The firm employs a combination of active and passive strategies across various asset types and offers specialized services such as retirement planning, defined contribution plan advisory, and municipal cash management.

Thomas Brown is a financial advisor with Waverly Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Waverly Advisors in 2023, he worked at Silicon Hills Wealth Management for 11 years. Outside of advising, he is the managing member of Silicon Hills Technologies, LLC, a software development business where he provides part-time strategic consulting. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including financial planning, retirement consulting, and multi-family office solutions.

Girish Navare is a CFA® charterholder and financial advisor at Kestra Private Wealth Services, LLC with 11 years of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. Outside of his primary advisory work, he serves as Director of Investment Strategies at Eagle Harbor Advisors, focusing on portfolio management and investment due diligence, and is involved with Eagle Harbor Insurance, offering fixed insurance solutions. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages a broad range of assets and offers diverse investment products and specialized services while overseeing advisor recommendations within an approved platform.

Bradley Slater is a financial advisor at Arax Advisory Partners based in Austin, TX, holding a Series 66 designation with 13 years of industry experience. His career includes roles at Lion Street Financial, SALI Fund Services, and U.S. Capital Wealth Advisors. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, independent managers, and a mix of traditional and alternative investments, supported by AI tools and third-party analytics.

Kristopher Blasl is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at 49 Wealth Management LLC, Thrivent Advisor Network, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of advising, he is the owner of Wurst Friends, LLC, a short-term real estate rental business. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently utilizes third-party sub-advisors and model portfolios.

Jack Bunter is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at The University of Nebraska Foundation and Freedom Clad Financial. 49 Financial serves individual and institutional clients with financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach and offers tiered fractional family office services alongside access to third-party managers.

Morgan Ostos is a financial advisor at Robertson Stephens with a Series 65 designation. He has one year of advisory experience and previously worked five years at PricewaterhouseCoopers. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm manages $8.76 billion in assets and offers discretionary and non-discretionary portfolio management, investment consulting, and planning services including tax and estate planning.

Scott Hendrix is a financial advisor at Calton & Associates, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Calton & Associates since 2019. Prior to that, he was employed at SPC, Sigma Financial Corporation, and Edward Jones. Outside of his advisory work, Hendrix is involved in local business networking as a group leader for Network In Action of Central Texas and serves as a director for the Austin Founder Lions Club, a nonprofit organization. Calton & Associates is a multi-team firm serving individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management, financial planning, and also offers commission-based brokerage and insurance products through its dually registered representatives.

Lisa Hutter is a financial advisor at Legacy Wealth Management, LLC with eight years of industry experience. She holds a Series 66 license and has worked previously at firms including Morgan Stanley and Comerica Securities. Outside of her advisory role, she is president-elect of Congregation Agudas Achim and is involved in a commercial real estate business tied to a CrossFit gym. Legacy Wealth Management serves individual, charitable, and business clients by offering discretionary and non-discretionary portfolio management, financial planning, and related services. The firm uses a combination of in-house models, sub-advisers, and a broad investment menu, including alternative and illiquid investments, to tailor strategies based on client objectives and risk tolerances.